Senior Analyst / Associate, Investments

Rise Growth Partners LLC; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Rise Growth Partners LLC is seeking an early-career investment professional to join the Investments team as a financial analyses and deal-assessment analyst. You will build operating and returns models, support diligence, and help run the deal lifecycle from first look to close.

You'll work directly with partner firm CEOs/CFOs, gather data, craft memos, and contribute to value-enhancing initiatives while embracing AI tools to scale output. Bachelor's degree required.

Qualifications

• 1–3 years in investment banking, consulting, private equity, or related fields.
• Excellent financial modeling, valuation, and research skills.
• Advanced Excel and PowerPoint proficiency.
• Experience with deal processes end-to-end, buy-side or sell-side.
• Bachelor's degree required.

Responsibilities

• Build and maintain financial models used in decisions.
• Gather and synthesize financial data for analyses.
• Analyze historical performance and projections.
• Draft investment memos and IC materials.
• Support diligence and deal execution end-to-end.
• Coordinate data-room communications and external parties.
• Be AI-native and leverage Rise's tooling.

Skills

Financial modeling

Valuation

Research

Excel

PowerPoint

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

Rise Growth Partners is redefining what it means to be a true partner to leading RIAs. We invest in and empower firms to accelerate growth, elevate client experience, and achieve enterprise-level scale—without sacrificing their unique culture or independence.

Role Overview

You will be the analytical engine of Rise's Investments team, supporting M&A transactions from first look through close, across new platform partnerships and add-on acquisitions for partner firms. You will also serve our partner firms as a trusted analytical resource on strategic work to drive growth post-investment.

This is a role for someone early in their career who wants reps across the full deal lifecycle, plus the responsibility that usually takes years longer to earn elsewhere. You will build the models the deal team relies on, run diligence workstreams, and sit across from partner-firm CEOs and CFOs.

Key Responsibilities

Financial Analysis & Modeling

• Build and maintain the models the deal team relies on: operating models, investment and returns models, scenario analyses, and merger accretion/dilution.
• Gather and synthesize unstructured financial data into a clear, cohesive picture.
• Analyze target historical performance and projections; pressure-test adjustments and valuation assumptions.
• Draft investment memos and IC materials.
• Support diligence and deal execution end-to-end: drive process around diligence request trackers and data-room communications.
• Coordinate vendor providers, external counsel, and partner-firm finance teams through each phase of the deal cycle.
• Shepherd partner firms through tuck-in M&A and contribute to value-accretive initiatives (M&A, organic growth initiatives, management incentive plans).
• Assist the Business Development team by supporting the deal pipeline, market research and campaigns
• Be AI native; embrace the AI tooling Rise has funded to drive scale and better work product.

Qualifications

1–3 years in investment banking, consulting, private equity, corporate development, or transaction advisory, ideally with exposure to financial services (wealth and asset management a plus)

Excellent financial modeling, valuation, and research skills; advanced Excel and PowerPoint.

Experience with deal processes end-to-end, buy-side, sell-side, or both.

Highly organized; able to run multiple workstreams with minimal supervision without dropping detail.

Clear, concise communicator who turns analysis into a compelling narrative.

Self-starter with a strong work ethic and a demonstrated passion for investing.

Bachelor's degree required.

What We Offer

A seat at the center of a high-growth, PE-backed investment platform at an inflection point in its development.

An opportunity to learn from a team that has built, scaled, and sold firms, and the wisdom that comes from previous wins and mistakes.

Early, direct exposure to senior leadership, the Investment Committee, and partner-firm decision-makers.

Comprehensive benefits and professional development opportunities.